Personal
Dale is an avid cyclist, is very involved in his church, and enjoys spending time with his wife and family. His favorite family activity is taking weekend trips to the Outer Banks, NC.
Professional
Dale Baake is an exceptional leader who genuinely cares for the well-being of those around him. With over 10 years of experience in financial planning and four years of experience in management, Dale brings a unique skillset to his team.
Dale has established and currently manages close to 1000 clients in the various areas of financial planning. As Field Director, Dale helps build and develop other Financial Representatives new in the career to be become successful. He helps those representatives also establish clientele and perform the essential duties of the job.
Dale has tremendous self-motivation with excellent written and verbal communication skills, and an understanding of confidentiality obligations and HIPPA regulations. Dale has several years of experience managing employee benefits such as Short Term Disability (STD), Long Term Disability (LTD), Health Insurance, 401K Plans & Pensions, Life Insurance, and Long Term Care Insurance (LTC).
Dale is a fast learner and a very hard worker. This, along with his time management skills, has taken him to the top of the company.
Years of Experience
Representing Northwestern Mutual since 2008.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
